-61.1%
FISV vs REGN
+46.5%
-107.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | REGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.9% | +2.4% | +0.6% |
| 7D | -0.3% | +4.2% | -4.6% | -0.6% |
| 30D | -2.1% | +7.8% | -9.9% | -2.5% |
| 3M | -5.7% | +31.8% | -37.5% | -7.3% |
| 6M | -15.3% | +5.4% | -20.7% | -16.2% |
| YTD | -21.1% | +7.7% | -28.7% | -22.2% |
| 1Y | -61.1% | +46.7% | -107.8% | -63.1% |
| All | -61.1% | +46.5% | -107.6% | -63.1% |
Cumulative growth
Daily Returns
Daily percentage return beside REGN.
Daily Out/Under-Performance
Portfolio return minus REGN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × REGN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded REGN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling